Jetpack CRM Menu Choices
Jetpack CRM comes with some menu choices for how you want to operate the CRM with your WordPress install. This article covers why you might want to use each style (and which we prefer to use)
Jetpack CRM Only
This is ‘CRM Only’ in the Jetpack CRM Admin settings under menu choice.
This menu option REMOVES all of the normal WordPress Menu items. You might want to use this layout option if you’re running just the CRM on your site.
Jetpack CRM Slimline
The Jetpack CRM Slimline Menu, this option KEEPS all the normal WordPress Menu items. It removes the top level menu items for Jetpack CRM and collapses them down under its own top level menu item.
Jetpack CRM Full
The final option is Jetpack CRM and WordPress. It’s a combination of the first and second mode. It KEEPS all of the Jetpack CRM top level menu items (such as Customers, Quotes, Transactions).
It also keeps all of the normal WordPress menu items.
This mode will make it the easiest to navigate around all the features of the CRM, however it might make your WordPress admin area look a bit cluttered.
This might not be your preference, but we’ve found it the easiest layout to get the most out of the CRM.